How to Setup Promotions and Coupons in Magento
In this tutorial I show you how to setup promotions and coupons in Magento. Note that I also have a tutorial on how to setup free shipping promotions which is similar in some ways, but different.
For example, in this tutorial I show you how you can offer discounts. In the video, I create a coupon code for 50% off on certain items. I also show you how you can offer discounts based on attributes or cart quantity.
Of course, you can also set fixed discounts, as well as, buy x get x free discounts. It's all pretty cool and makes you realize how professional a Magento powered store can be.
Can't view the video? Watch it on YouTube
So to setup a promotion, simply go to "Promotions > Shopping Cart Price Rules".
Then click the "Add New Rule" button.
Enter a rule name. This can be anything that you'd like it to be. In the video I nameed my promotion "50 Percent Off". Keep in mind that this name is for your own records.
A description isn't necessary but you can enter one if you'd like. This is again, for your own records.
Set the status to 'active' if you'd like to activate the promotion. If at some point in time, you decide to stop running the promotion, simply change the status to 'inactive'.
As for 'websites', select the website that you'd like to run the promotion on.
As for 'customer groups', select the customer groups that you'd like to offer the promotion to.
For 'coupon', select 'specific coupon' if you'd like your customers to enter a coupon code in order to get the discount. Select 'no coupon' if you'd like to offer the discount to everyone.
If you select 'specific coupon', a box will appear for you to enter a coupon code. In this box, you can enter anything that you'd like. I entered 50PercentOff.
Note that you can also have the code auto generated, but in my opinion, it doesn't look very good.
If you've selected 'specific coupon', you can limit the number of times that a coupon can be used by entering that number into the 'uses per coupon' field.
Note that this is different from limiting uses per customers. For example if you want to limit a promotion to 1 use per customer, you would enter 1 in the 'uses per customer' field.
In the 'from date' field, select the date that this promotion will start to run or leave it empty for it to start immediately.
In the 'to date' field, you can select the date that the promotion will end or leave it empty to run for as long as you have the status set on 'active'.
As for 'priority', this just changes the position of the promotion in the admin list.
For 'public in RSS feed', select "Yes" if you want the promotion to show in your RSS feed. Select "No" if you do not want to draw too much attention to the promotion.
You can now specify conditions for the coupons by clicking the 'conditions' link in the left column. Watching the video can give you a better understanding of how this works, but to sum it up, you can limit the promotions to certain items, categories, customer locations, quantity of items in cart, shipping method, payment method and more.
Of course, you do not have to set conditions. If you leave all of the default fields, you'll offer the promotion to everyone on everything.
Next click on the 'actions' link in the left column to specify the details of the promotion.
In the 'apply' section, you can select the terms of the promotion. For example, you can select between:
- Percent of product price discount
- Fixed amount discount
- Fixed amount discount for whole cart
- Buy x get y free (discount amount is y)
In the video I selected 'percent of product price discount' and entered 50 in the 'discount amount' field because I was offering 50% off.
If you'd like to offer the discount on shipping as well, be sure to change 'apply to shipping amount' to "Yes".
For 'stop further rules processing', select "No" if you want to continue processing rules.
You can add more conditions in the 'apply the rule only to cart items matching the following conditions' section. Conditions are set here the same way that conditions are set in the 'conditions' section -- and as with the conditions section, if you leave everything as is, there will be no conditions added.
When finished, click the 'labels' link in the left column.
Here you can add a default label or a language specific label. In the video I entered '50% Percent Off Coupon', because this is what I wanted my customers to see the promotion as.
When finished, click the "Save" button and be sure to test out the promotion to see whether everything is working as expected.